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Choose your pricing plan

  • Coaching

    725$
     
    Together, we will build your Finlotus Plan and keep you on track towards your goals.
    Valid for 3 months
    • Client portal
    • Finlotus Plan template
    • 1:1 coaching (up to 1 hour per month)
    • Access to coach via chat and email
    • 3, 6, and 12 month packages available

  • Custom Plan

    1,500$
     
    Let Finlotus build your Financial Wellness plan for you
    Valid for 6 months
    • Client portal
    • Custom Finlotus Plan
    • 4 x 1 hour client meetings
    • Access to coach via chat and email
    • Coming Soon: 1-year subscription to Finlotus App

  • Personal CFO

    300$
    Every month
    After you have completed a Custom Plan, Finlotus offers ongoing support to keep you on top of your finances and moving towards your goals.
     
    • Client Portal
    • Monthly progress reporting
    • Monthly client review meetings
    • Coming soon: Finlotus app subscription

  • Starter

    500$
    Every month
    Up to 100 Employees
     
    • Money Chat: 1 per employee/month
    • Finlotus App: Included
    • Presentations: Standard Recorded
    • Financial Wellness Brief: Included
    • Custom Plans: 20% Discount

  • Growth

    1,000$
    Every month
    Up to 250 Employees
     
    • Money Chats: Unlimited
    • Finlotus App: Included
    • Presentation: Standard Live & Recorded
    • Financial Wellness Brief: Included
    • Custom Plans: 30% Discount

  • Premium

    1,900$
    Every month
    Up to 500 Employees
     
    • Money Chats: Unlimited
    • Finlotus App: Included
    • Presentations: Custom Live & Recorded
    • Financial Wellness Brief: Included
    • Custom Plans: 30% Discount

  • Enterprise

    1$
    Every month
    500+ Employees
     
    • Money Chats: Unlimited
    • Finlotus App: Included
    • Presentations: Custom Live & Recorded
    • Monthly Financial Wellness Brief
    • Custom Plans: to be determined
    • Advanced Reporting

  • Money Chat

    100$
     
    Connect for personalized guidance and money coaching
    Valid for one month
    • Client Portal
    • 1:1 Coaching (30-minutes)
    • Finlotus Template
    • Access via chat and email
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